We came across a bullish thesis on APi Group Corporation on R. Dennis’s Substack by OppCost. In this article, we will ...

Nvidia's NemoClaw launch at GTC creates permanent chip demand—AI agents require far more compute than chatbots. Position now.

We came across a bullish thesis on Airbnb, Inc. on Speedwell Memos’s Substack by Speedwell Research. In this article, we will ...

February 2026 brought a series of significant data breaches spanning automotive, aviation, hospitality, finance, telecom, and media. The incidents were not driven by a single attack method. Some ...

Anthropic is coming for knowledge work. Earlier this month, the debut of AI assistant Claude Cowork and the subsequent release of industry-specific plug-ins, such as Legal, made waves. Worried ...

ByteDance’s new Seedance 2.0 AI video model seemed unstoppable—until heavy demand strained the company’s compute capacity and copyright complaints began piling up.

Thousands of failed startups are featured in a new directory, which also includes plans for rebuilding the businesses in 2026.

Anthropic retired a popular AI model and now it's blogging on Substack ...

Anthropic retires its Claude Opus 3 AI model, which now publishes its own Substack newsletter of essays and reflections..

If you read newsletters to stay informed, here is an update worth paying attention to. Substack, a popular platform where writers, journalists and creators send email updates directly to subscribers, ...

The 43rd president of the United States launched his blog on the site Feb. 16 with a 1,500-word tribute to another George: President George Washington. “Few qualities have inspired me more than ...

Charli XCX has nearly as many opinions about the world as people have about her. It’s what makes her such a smart pop star. She’s always championed the idea that pop should be an artform worth ...